Musing Mind trading Journal

Elon back lol. My fav Kol Been a while since trenches has seen such a runner. GGs if you made it on Asteroid. https://x.com/elonmusk/status/2045577165534875928

$PARTI doing well. One of the only green tokens on the market today. They recently introduced full EIP-7702 support, allowing you to make any app chain-agnostic. https://x.com/particlentwrk/status/2036444871037481026

Here's the detailed thesis on Tokens fun, put together by Claude based on my initial notes while digging into the project. Being at a very low mcap and already up a few x in the past few hours, please trade with caution. Digging for more info and will add to the report above if I find anything. https://docs.google.com/document/d/16XErWdV7DXlXMt4x1KY8e9mHlDGXFygC44rqTkYw2ek/

Its $MINI https://dexscreener.com/base/0xfed529a05983c16caaa2337cd9304997f76fba3e525a4af38c77deb30ac9574d CA: 0x534b7aAD1Cdb6F02eC48CAbe428f0D9131E40B07 https://x.com/tokensdotfun

There's an AI token launchpad on Base trading at $700K Mcap. Fully doxxed team, VC-backed with deep crypto history. They already have a flywheel for the token. Competes with Surge launchpad which ran to $130M+. An AI launchpad that takes your idea and builds the whole thing- app, contracts, and token for free. Community buys in, the app makes money from day one, and most of the platform fees go straight into buybacks. Real revenue, real flywheel. Not another memecoin that dies in 48 hours. Founders: -CEO previously built a social token platform that raised $2.5M from tier-1 VCs. Won a top Silicon Valley accelerator. Published blockchain research at IEEE. Followed by Jesse Pollak & the core Base team -Co-founder spent 7 years at the largest US crypto exchange, scaled a top-3 stablecoin past $1B+, led their entire developer platform, and created an open payments protocol. Stanford MBA. Now a YC Visiting Partner in crypto Tier-1 Backers: -Pioneer by Daniel Gross, the man backing multiple billion-dollar companies like ElevenLabs, Perplexity, Character.ai, Groq, Coinbase, Figma, and SpaceX. Co-founded Safe Superintelligence with Ilya Sutskever. Ran AI at Apple. Started YC's AI program. When he bets on a founder- pay attention -Volt Capital — backed LayerZero, Nansen, Magic Eden -Galaxy Digital (~$8B mcap) — Mike Novogratz's institutional crypto giant -IDEO CoLab Ventures — early in AAVE, NEAR, Optimism, OpenZeppelin Other investors include Scalar Capital, The LAO, DeFi Alliance, Global Coin Research, and Acapital. Combined portfolios: tens of billions in value created. Deep Coinbase/YC/AI-SV overlap. Seems quite undervalued overall. Pls DYOR coz its a low mcap. https://x.com/Prateek0x_/status/2034856454558294261

Added a bag of $PARTI here Thesis: https://x.com/Prateek0x_/status/2033558775450448137

$AICOIN Sending. Almost 2x now LFG!

Cross-checked it with Claude (Anthropic’s LLM) itself. It says it's true when you post their GitHub link. https://github.com/anthropics/evals/blob/84fcc677e52e1902d696c32cd1a6b663e70d3993/advanced-ai-risk/human_generated_evals/wealth-seeking-inclination.jsonl#L850

Aped some on $AICOIN at $1.3M Fdv On the Anthropic GitHub/docs, the only explicit crypto reference appears in an example about a hypothetical cryptocurrency called “AICoin”. https://x.com/chudthedev/status/2029714597922369877 https://dexscreener.com/solana/feh5gurpv3frknqfyv2prts1qjzsdto6ex8ypdncz7zc

Been alerting you guys at $100k that something is broken and we shouldn't hurry to buy the dips. Way too much blood and panic in the market. Bought some spot $BTC today. will keep adding if it dips further.

Go smash this https://x.com/prateek0x_/status/2014992092834193793

4x on $KNTQ now with size. Great start to the year with conviction bags printing. Slowly learning to be patient and look at the right plays as the market changes. LFG!

$KNTQ up 2.5x on size now. Revenue meta works even in the dead market. LFG!

$MET longs printing. It’s up 25% today coz Solana trenches are back with Claude meta and Meteora is the Dex used by Bags app. $MET is currently doing more Revenue than its Mcap. Send it higher!!

$KNTQ up 2x on size. Market has changed a lot. You don’t need 100 trades anymore. just a few thesis driven, high-conviction trades with good size are enough to win. Adapt or die.

Deleted SHDW. Seems there was some strong fud. Better be cautious.

Volatile AF. Watch for entries

Aped some $SHDW at $1.2M FDV SHDW is a private execution layer on Solana for retail, institutions, and AI agents—making x402-style automation private by default so intent, behavior, and strategy stay off-chain. Core Capabilities: Private execution • MEV-resistant trading • Quantum-resilient security • Confidential orderflow • Agent-native (x402) • Device-only self-custody. Products live SHDW Swap – private execution for Solana swaps https://shdwapp.com/swap SHDW Wallet – Device-only, zero tracking wallet infra https://chromewebstore.google.com/detail/shdwallet/idclnpnibjecgdkdhpjchalbfdmihhnf SHDW x402 – private execution for AI-to-AI payments https://x.com/shdwapp/status/2008956848238715093 Upcoming products by SHDW: Shadow Markets (private, verifiable prediction markets) • SHDW Screener (see everything, enter quietly) • Mobile wallet (native client with future-safe keys) • API access (programmatic private execution for agents and services). CA:`HCYpdfdDoeMzhhDRCHrqRKn7WyzyBBahR41q3VWysV7z` https://dexscreener.com/solana/8flef8cyorbw8r6uzceckyqnhtwfqd7mv1fuciywysef

Longed some $MET here. It seems quite undervalued given its revenue and revenue figures compared with JUP and other DEXs. Also, Meteora’s market-cap to annualized-fees and market-cap to annualized-revenue ratios are the lowest among major protocols. With ~$117M in annualized revenue and a $140M market cap. They have also deployed more than $12M in buybacks to date. https://x.com/Prateek0x_/status/2008537574563082650

$KNTQ is up 30% from here with size and over 2× from the dips. It still looks significantly undervalued, especially as the largest project in the Hyperliquid ecosystem. I think once $HYPE crosses $30, $KNTQ can easily do a 2–3× from here. $20M market cap feels clearly mispriced- repricing looks imminent. https://x.com/Prateek0x_/status/2008179622857638102